The era of AI has truly arrived. Back in the day / Alipay focused on the payment gateway, but now this battlefield has shifted entirely to the AI large model application entrance. Tencent and Baidu have almost simultaneously invested heavily during the Spring Festival season, with 1.5 billion yuan in cash red envelopes. It’s not just about the red envelopes themselves, but about a longer-term goal: 👉 Turning the act of “asking AI when you have a problem” into users’ subconscious action. 🔹 Tencent (Yuanbao App) total amount: 1 billion yuan in cash red envelopes, with individual red envelopes up to 10,000 yuan. Event duration: Officially launched on February 1 (can be reserved early in the Yuanbao App). Highlights: Emphasizing new AI gameplay + grabbing red envelopes, encouraging everyone to experience AI interaction. 🔹 Baidu (Wenxin Assistant / Baidu App) total amount: 500 million yuan in cash red envelopes, with individual red envelopes up to 10,000 yuan. Event duration: January 26 → March 12 (covering the entire Spring Festival + Lantern Festival). Highlights: The core is using Wenxin Assistant to participate in AI interactions, card collection, etc., to share red envelopes. Currently, the top AI in the country is ByteDance’s Doubao, with over 170 million monthly active users. Alibaba’s Tongyi Qianwen has not yet launched. The next super app with 1 billion daily active users may emerge from AI assistants. The question is, while Web2 is pouring real money into AI gateways, shouldn’t the next mainline in the crypto world also shift to a “new AI sector”?

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